See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,275 | $73,933+27.5% | $96,683-2.5% | $75,163+25.4% |
| Participation rate | 48.5% | 66.4%-17.9pp | 74.3%-25.9pp | 67.2%-18.7pp |
| Annual return | 10.31% | 26.70%-16.4pp | 35.69%-25.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,841 | $3,659-22.3% | $4,878-41.8% | $4,125-31.1% |
| Admin fee / account holder | $4,396 | $5,216-15.7% | $6,730-34.7% | $5,651-22.2% |